San Francisco Regional Office
Walnut Creek, CA
San Francisco Regional Office of Walnut Creek, CA is the broker of record on 10 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2024).
Quick answer
San Francisco Regional Office (Walnut Creek, CA) is the broker of record for 10 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does San Francisco Regional Office have?
- San Francisco Regional Office is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
- Who are San Francisco Regional Office's largest employer clients?
- By plan participants, the largest include Vistability (317 participants), Community Services Agency (204 participants) and Hospice Of Santa Cruz County (163 participants).
- Where is San Francisco Regional Office located?
- San Francisco Regional Office is based in Walnut Creek, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming San Francisco Regional Office on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Vistability | CA | 317 | 2024-12-31 |
| Community Services Agency | NV | 204 | 2025-03-31 |
| Hospice Of Santa Cruz County | CA | 163 | 2025-06-30 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.